Institutional Ownership First Tr ETF Viii Tcw Opportun (FIXD)
This table provides information about the institutional ownership of First Tr ETF Viii Tcw Opportun (FIXD). We have compiled data on the 352 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
27,127
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
26,814
shares
|
$1.17 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
26,788
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2024
Reduced 70.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,253
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2020
Added 2763.97%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
25,787
shares
|
$1.12 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
25,555
shares
|
$1.11 Million
0.06% of portfolio
|
Q2 2024
Reduced 18.98%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
24,838
shares
|
$1.08 Million
0.52% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
24,648
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Added 229.34%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
24,493
shares
|
$1.06 Million
1.94% of portfolio
|
Q2 2022
Reduced 21.99%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
24,260
shares
|
$1.05 Million
0.25% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
24,212
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
23,485
shares
|
$1.02 Million
0.53% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
23,325
shares
|
$1.01 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
23,238
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
22,457
shares
|
$976,430
0.09% of portfolio
|
Q2 2024
Added 5.41%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
22,102
shares
|
$960,994
0.08% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
21,338
shares
|
$927,776
0.11% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
21,115
shares
|
$918,080
0.76% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,940
shares
|
$910,471
0.02% of portfolio
|
Q3 2024
Added 30.03%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
20,654
shares
|
$898,035
0.34% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
20,605
shares
|
$895,905
0.13% of portfolio
|
Q3 2024
Added 276.0%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
19,790
shares
|
$860,469
0.09% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
19,733
shares
|
$857,990
0.17% of portfolio
|
Q3 2024
Added 80.59%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,540
shares
|
$849,599
0.06% of portfolio
|
Q4 2023
Reduced 1.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
19,092
shares
|
$830,120
0.02% of portfolio
|
Q3 2024
Added 31.88%
|